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Copley Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Copley Financial Group’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$350K Sell
586
-4
-0.7% -$2.5K 0.21% 82
2025
Q4 		$370K Sell
590
-33
-5% -$20.5K 0.23% 83
2025
Q3 		$382K Buy
623
+167
+37% +$98.4K 0.26% 77
2025
Q2 		$259K Buy
456
+3
+0.7% +$1.58K 0.19% 91
2025
Q1 		$233K Buy
453
+313
+224% +$169K 0.18% 94
2024
Q4 		$75.4K Sell
140
-134
-49% -$72.6K 0.06% 95
2024
Q3 		$145K Buy
+274
New +$139K 0.13% 96

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Copley Financial Group's VOO Position: Q1 2026 in Review

Copley Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 0.68% in Q1 2026, selling an estimated $2.5K and leaving 586 shares worth $350K. The position accounts for 0.21% of the portfolio, ranked #82.

Copley Financial Group first reported a position in VOO in Q3 2024 and has held it in 7 quarters since. The position peaked at $382K in Q3 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Copley Financial Group held 586 shares of Vanguard S&P 500 ETF worth $350K as of Q1 2026.
  • Copley Financial Group sold 4 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $2.5K.
  • Vanguard S&P 500 ETF made up 0.21% of Copley Financial Group's portfolio in Q1 2026, its #82 holding.
  • Copley Financial Group first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
  • Copley Financial Group's Vanguard S&P 500 ETF position peaked at $382K in Q3 2025.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.